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Supercharge Your Living Trust for FREE

The main reason you establish a living trust is to make things easy for your loved ones. There is one thing you can do to make sure things go easy, and it's free. What is it? Make a list of your assets and place the list in your estate planning binder. This should only take about 30 minutes to prepare. When we meet with a client to do the trust administration when…

Vacation Planning

School is out or almost out and you may have lined up a vacation or two. Now is a good time to check to see if you have a plan in place to protect your family if something happens to you. Do you have enough life insurance for your spouse and children to make ends meet if something happens to you? Have you done a will to name guardians to raise your…

The Biggest Impact on Your Child’s Life

How much time and money do you invest to help your children get into the right college or develop their athletic skills? Yet, getting into the right college or excelling in sports are, for most children, short term achievements. On a scale of 1 to 10 on what will positively impact your children's lives, college choice and youth sports are at best a 5. Who they marry, however, is a 10. Who…

Should You Make Gifts in 2012?

The 2012 gift tax exclusion is a whopping $5,120,000. It is scheduled to drop to $1,000,000 in 2013. If you have an estate value greater than $1,000,000 or greater than $2,000,000 if you are married, you may, depending on your age and your relationship with your children, want to take advantage of this year's big gift tax exclusion by making significant gifts to your children, thereby reducing or eliminating your potential estate…

Happy Mother’s Day

Jason Gay has a great column on the real MVP. My mother never really helped me with sports. I'm not even certain if she loves sports. All she ever did was pack me up in the car for the first 17 years of my life, dragging me out of bed and telling me to eat something before driving me off to tryouts, to practice, to tournaments and playoff games that I can…

Perspective – Relax

Someone who knows things said, Come to me, all you who are weary and burdened, and I will give you rest. Take my yoke upon you and learn from me, for I am gentle and humble in heart, and you will find rest for your souls. For my yoke is easy and my burden is light. Matthew 11:28-30 Our lives are complicated and difficult. But maybe sometimes we make it harder than…

WIlliam Jessup University

Counsel Protect supports William Jessup University, the Sacramento private university, that is making a positive difference in the Sacramento community at large and in the lives of its students. We encourage you to support its transforming work by participating in their "Because of You" campaign to keep tuition affordable and graduate debt low. My friend, Eric Hogue, says they are looking for 500 viewers to give $10 to $50 today. Check out…

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